ESGU vs QQQM

iShares MSCI USA ESG Optimized ETF vs Invesco Nasdaq 100 ETF

Quick take
  • ESGU pays a higher dividend yield (0.97%).

Side-by-side metrics

MetricESGUQQQM
Expense ratio
Annual fee. Lower is better.
0.15%0.15%
Dividend yield
Trailing 12-month yield.
0.97%0.46%
AUM
Assets under management — bigger funds are typically more liquid.
$16.58B$82.92B
YTD return
7.59%13.39%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.031.18
P/E ratio
27.3533.90
Last price
$159.29$286.12
Inception
Issuer
iSharesInvesco

ESGU top holdings

Top holdings · ESGU
NVDANVIDIA Corp7.75%
AAPLApple Inc6.27%
GOOGAlphabet Inc Class C5.05%
MSFTMicrosoft Corp4.52%
AMZNAmazon.com Inc3.94%
AVGOBroadcom Inc3.02%
METAMeta Platforms Inc Class A1.98%
TSLATesla Inc1.71%
GOOGLAlphabet Inc Class A1.42%
JPMJPMorgan Chase & Co1.29%
Sector breakdown · ESGU
Real Estate2.2%
Consumer Cyclical9.9%
Basic Materials1.8%
Consumer Defensive4.1%
Technology36.5%
Communication Services10.4%
Financial Services12.0%
Utilities2.1%
Industrials8.5%
Energy3.8%
Healthcare8.7%

QQQM top holdings

Top holdings · QQQM
NVDANVIDIA Corp8.52%
AAPLApple Inc7.00%
MSFTMicrosoft Corp5.32%
AMZNAmazon.com Inc5.00%
GOOGLAlphabet Inc Class A3.94%
GOOGAlphabet Inc Class C3.65%
AVGOBroadcom Inc3.48%
TSLATesla Inc3.35%
METAMeta Platforms Inc Class A3.17%
WMTWalmart Inc3.13%
Sector breakdown · QQQM
Real Estate0.1%
Consumer Cyclical12.3%
Basic Materials1.1%
Consumer Defensive7.7%
Technology53.8%
Communication Services15.8%
Financial Services0.2%
Utilities1.4%
Industrials2.8%
Energy0.6%
Healthcare4.2%

About ESGU

ESGU (iShares MSCI USA ESG Optimized ETF) is US large/mid-cap stocks with favorable ESG ratings. Managed by iShares, the fund carries $16.6B in assets under management, an expense ratio of 0.15%, a dividend yield of 0.97%. Its largest holding is NVIDIA Corp (NVDA), which represents 7.7% of the portfolio. Real Estate is the fund's largest sector exposure at 2.2%.

About QQQM

QQQM (Invesco Nasdaq 100 ETF) is Retail-sized version of QQQ tracking the Nasdaq-100. Managed by Invesco, the fund carries $82.9B in assets under management, an expense ratio of 0.15%, a dividend yield of 0.46%. Its largest holding is NVIDIA Corp (NVDA), which represents 8.5% of the portfolio. Real Estate is the fund's largest sector exposure at 0.1%.